C P Insurance BrokersC P Insurance Brokers
Carleton Place Insurance Brokers is a proud member of the community, and is well-known to residents of Carleton Place. They provide general insurance including home, auto, business, farm, recreational, as well as life insurance and investments.
The experienced and knowledgable staff at CP Insurance Brokers would look forward to meeting you, and getting to know you and your insurance needs.
92 Bridge St., S. 100, Carleton Place Ontario
CIBCCIBC Contact: Teresa Ferguson
The Carleton Place CIBC branch is a place where you can fulfill all your banking needs in a convenient location, whether it is for business services or personal banking. Their business culture is based on trust, teamwork, and accountability. The friendly staff will be happy to answer your questions and help you with your banking needs.
33 Lansdowne Ave. Carleton Place Ontario K7C 3S9
Donna MacDonaldDonna MacDonald
I began my banking career more than 30 years ago and worked for four institutions in Canada and England. Seeing the opportunity to work for the client, I am thrilled to celebrate my rebranding as a self-employed mortgage agent with Mortgage Brokers Ottawa.
I am an advocate for my clients and while utilizing my extensive background in personal finance, I promote financial independence and success for individuals, couples, and families as it applies to mortgage needs.
I am passionate about Canadian small business, women in business, and the financial success of our young people.
I am currently the President of the Carleton Place and District Chamber of Commerce and am honoured lead a strong Board in being the voice of business in the community. I work closely with many groups and organizations including the Town of Carleton Place, Women Entrepreneurs of Lanark and Leeds (Valley Heartland), and The Women’s Business Group. I thoroughly enjoy volunteering my time as a mentor for women with new or existing business.
It would be my pleasure to provide you with exceptional service for your mortgage needs. Please visit my website for testimonials from current clients.
136 Bridge Street Carleton Place K7C 2V5
Keill & AssociatesKeill & Associates Contact: Jeffery Keill, CFP, CIM, FMA
Keill & Associates provides investment and financial planning services. We aim to deliver personalized and innovative family focused wealth management solutions so families can live their dreams free of financial worry.
Discover Financial Solutions for all stages of your life. If you would like more information on how we can help you live your dream, contact Keill & Associates to arrange an initial consultation.
81 Bridge Street Carleton Place Ontario K7C 2V4
Liberty Tax ServiceLiberty Tax Service Contact: Lindsay Hill
At Liberty we keep things simple and take care of your tax needs. Service is in our name, and it’s what we deliver. Local ownership means that at Liberty you’ll find tax preparers who live in your community and who make the experience worth repeating, year after year.
Since 1997, millions of Canadians have trusted Liberty to handle their yearly interaction with the CRA. Our tax preparers are supported by cutting edge tax software. They will get you the maximum refund, fast. Their accuracy and your satisfaction are guaranteed.
119 Bridge Street Carleton Place Ontario K7C 2V4
McDougall Insurance BrokersMcDougall Insurance Brokers Contact: Earl Bennett
McDougall Insurance acquired offices in the Ottawa Valley in 2002 serving clients in Carleton Place, Eganville, Barry’s Bay and Arnprior. The Valley offices have been providing Carleton Place car insurance, Eganville car insurance, Barry’s Bay car insurance and Arnprior car insurance to clients for well over 80 years and are very proud of our roots. Get a quote on your Ottawa Valley car insurance, home insurance, cottage insurance, farm insurance or commercial insurance. We also have coverage for hard to place insurance in the Ottawa Valley.
95 Bridge Street Carleton Place Ontario K7C 2V5
Partners Financial Services Ltd.Partners Financial Services Ltd. Contact: Ralph Shaw, CIP
Residential and Commercial Mortgages
143 Bridge Street Carleton Place Ontario K7C 2V6
Peace of Mind Business SolutionsPeace of Mind Business Solutions Contact: Lisa Oldham
6 Lake Ave West Carleton Place ON K7C 1L2
RBC Royal BankRBC Royal Bank Contact: Chelsea Snyder
Banking services and 24 hour bank machines.
Since our incorporation as a Canadian chartered bank in 1869, RBC
has grown to become one of North America’s leading diversified financial
services companies providing banking, wealth management, insurance and
capital markets services on a global basis. We demonstrate our vision of
“always earning the right to be our clients’ first choice” through our values
– service, teamwork, responsibility, diversity and integrity.
93 Bridge St Carleton Place Ontario K7C 2V4
ScotiabankScotiabank Contact: Christene Coulas
Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, we serve the diverse needs of some 21 million customers in more than 55 countries.
85 Bridge St Carleton Place Ontario K7C 2V4
Sun Life FinancialSun Life Financial Contact: Darlene Folkard
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here’s the information we’ll need for both you and your spouse:
– Salary or income, investments and insurance amounts
– Pension and registered savings information
– Assets and debts
– Financial information for any business you own
145 Bridge Street Carleton Place Ontario K7C 2V6